Matthew Merola (CRD# 6818658) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Penfield, NY and has over 6 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2021 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2021 - Current | 2 |
| Mass Mutual Life Insurance Company | Rochester, NY | Feb 2020 - Dec 2021 | 1 |
| Mml Investors Services, LLC | Rochester, NY | Feb 2020 - Dec 2021 | 1 |
| Hunt Insurance Agency | Depew, NY | Mar 2019 - Feb 2020 | < 1 |
| Axa Advisors | Syracuse, NY | Jul 2017 - Jan 2019 | 1 |
| Syracuse New Times | Syracuse, NY | Oct 2016 - Jul 2017 | < 1 |
| Unemployed | Syracuse, NY | May 2016 - Oct 2016 | < 1 |
| Smg-the Oncenter | Syracuse, NY | Sep 2015 - Oct 2016 | 1 |
| Suny Brockport | Brockport, NY | Aug 2011 - May 2016 | 4 |
| Sport Authority | Syracuse, NY | Jun 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2017 |
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- NY
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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